Citizens Financial shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Citizens Financial
Tip: Access up to 7 years of quarterly data
All positions including Citizens Financial held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Citizens Financial by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $700k | 10k | 70.07 |
| 2026-03-31 | $72 | 1 | 72.00 |
| 2025-12-31 | $70 | 1 | 70.00 |
| 2025-09-30 | $63 | 1 | 63.00 |
| 2025-06-30 | $53 | 1 | 53.00 |
| 2025-03-31 | $48 | 1 | 48.00 |
| 2024-12-31 | $51 | 1 | 51.00 |
| 2024-09-30 | $47 | 1 | 47.00 |
| 2024-06-30 | $41 | 1 | 41.00 |
| 2024-03-31 | $41 | 1 | 41.00 |
| 2023-12-31 | $37 | 1 | 37.00 |
| 2023-09-30 | $29 | 1 | 29.00 |
| 2023-06-30 | $28 | 1 | 28.00 |
| 2023-03-31 | $32 | 1 | 32.00 |
| 2022-12-31 | $41 | 1 | 41.00 |
| 2022-09-30 | $0 | 1 | 0.00 |
| 2022-06-30 | $0 | 1 | 0.00 |
| 2022-03-31 | $1.0k | 34 | 29.41 |
| 2021-12-31 | $1.0k | 34 | 29.41 |
| 2021-09-30 | $1.0k | 34 | 29.41 |
| 2021-06-30 | $1.0k | 34 | 29.41 |
| 2021-03-31 | $999 | 37 | 27.03 |
| 2020-12-31 | $1.0k | 29 | 34.48 |